Manage document actions from the document detail view
Use the document detail view to edit, share or delete a document, based on the capabilities granted to your user account.
This guide is designed for project manager.
Steps
Step 1: Open the document detail view
Navigate to your project, then open the specific document so that the document detail split view is displayed.
Step 2: Review available document actions
At the top of the document detail view, review which actions are available to you, such as Edit, Share or Delete, based on your access level for this document.
Step 3: Edit a document when permitted
If the Edit option is visible, select it to update the document’s details or content as allowed, then save your changes.
Step 4: Share a document with other users
If the Share option is available, select it to open the sharing controls and adjust who can access the document and at what level.
Step 5: Delete a document when you have full permission
If the Delete option is shown, select it to permanently remove the document from the project, confirming the deletion when prompted.
Step 6: Understand when no actions are available
If you only have viewer access, the document detail view will show the document without Edit, Share or Delete controls.
Last updated: 2026-08-02